FATCO is and always has been a wonderful title company. What a history of wonderful escrow officers…read moreand assistants at this escrow office location! Lots of buyers and sellers enter into the escrow office and are either unhappy or happy. Happiness of a successful transaction is the goal of escrow sales persons. To be a sales person of FATCO is a challenge and escrow officers work hand in hand with the sales person who is trying to bring in more business in a highly competitive environment. Sometimes if the RE listing agent or the RE selling agent are too demanding they make life difficult for the buyers and the sellers. Too avoid creating unhappiness in the transaction it helps if a box of candy is set out to sweeten the transaction.

Had a great experience working with Team Noel with First American Title in Los Altos. Melissa…read moreMcDonald was awesome to work with. The process was handled smoothly and professionally. I would highly recommend First American Title and Team Noel. Thanks again to Melissa McDonald and Team Noel.

Been his client since he bought the practice decades ago. For the last five years they can't give…read moreme the time of day because I'm older and on a fixed income. George doesn't have time to do my taxes. I have my son or daughter drop off the paperwork for me since I don't drive and they don't have time to fit me in to their schedule. This year the receptionist was especially rude when my daughter dropped off my envelope. They told her they couldn't get my taxes done in time for the 15th and she said that's fine and to call her husband when it's ready to pick up. My daughter sent in the extension form to the IRS on the 15th for me. I can't hear- so back in 2020 I had them change my contact phone number to my son-in-law to make things easier for them to communicate with me. On the 17th, I received a voicemail on my old landline that my taxes were ready and I owed money. My daughter called first thing in the morning to arrange picking up the forms and was yelled at by the receptionist. I had her ask if they calculated the late fees for the IRS since my taxes were late and she said we don't do that here. They liked doing business with my husband and I when we had a business and they made a lot of money from us. But now we are yesterday's trash to them. Thanks for nothing.

I had my taxes done here this year…read more Sabrina, George Jr and George made me feel important and welcome. They did miss some things on my return which I pointed out and they corrected. I think the fees are reasonable. I am keen on going back to them for more of my accounting needs.

They are great at what they do. Second year coming here and service is great. Love the family…read moreoriented culture!

It appears Cecilia is no longer the owner. The woman named Jennifer, who is now in charge, is…read moreincompetent and lacks knowledge. She seems to be experimenting with your taxes, and there's no customer service at all. For approximately 6 to 7 clients, they schedule appointments for the same time, 10:00 am. The tax returns I filed with Cecilia last year haven't progressed; I never received the refund she mentioned, and the IRS is now questioning my filing. This Jeniffer is just taking the customers from Cecilia and doing a very bad job experimenting with her NONE skills and no knowledge. Save yourself for a bigger problem; don't go there. Ha!! They change the suite. They are in a larger suite, implying bigger issues. I plan to inform the IRS about her substandard service and malpractice. It is unknown if the young individual has the required license to practice. Be careful.

So we have a pretty simple return with two married people and a couple child-related deductions…read more Randi did the minimum she could for us. She confused the heck out of me in the process and I'm still trying to figure out all the steps along the way. Furthermore, it was hard to get her to return phone calls too. If you literally just need your taxes done, then she's fine. But if you want to understand the process and call to ask a few questions, forgot it. Basically, unless you have enough business to get her attention, don't bother, just use TurboTax. You'll be better off.

I have been using Quality Returns for over 15 years for my business. If you own a business you know…read moreit's more than just an end of the year tax return it's about support during the year that counts. She is always helpful and is a Quickbooks expert so we can call anytime to ask questions come up through the year. She also takes care of payroll taxes and handled an EDD audit. I would highly recommend Quality Returns.

I've used TurboTax Online for several years and have always trusted it to get us the right answer…read more This year, after several life changes (getting married, buying a house, etc.) I just didn't believe TurboTax (or didn't want to since it was saying I owed a significant amount). After reading these reviews, my wife and I decided to have Kristin do our taxes in hopes that she could review our taxes and provide tax guidance for future years. Here are the interactions that transpired: 3/23 - My wife contacts Kristin, tells her our situation and sets up an appointment. 3/26 - We meet Kristin at our first appointment. We bring all the paperwork we believe will be needed, and I explain that I've already done our taxes on TurboTax and provide her with the estimates to compare to. At this point, Kristin says she should have our taxes completed by 3/31 at the latest. Given that it's already 3/26, we're elated to find out she'll be able to get it done so quickly. 3/26 - Kristin emails us asking for a few other pieces that she needs to complete our return. We email her back the same night with all the documentation. 4/4 - Having not heard from Kristin, I call the office and leave a message asking what the status of our return is. Jonathan from Kristin's office calls us back saying she's running a little behind and our return should be completed by 4/6. 4/8 - Kristin emails asking for one more piece of information. We had already provided it at the consultation on 3/26; nonetheless, I respond immediately with what she needs. 4/11 - Feeling a sense of urgency with 4/15 looming, I call Kristin's office again to find out if they've completed our return. 4/13 - Jonathan emails us saying our return is almost finished. He says she doesn't want to speed through the return so she'll be filing an extension today and asks for one more piece of information. I get right back to him with the info they need. I still don't know how much I owe and payments are supposed to be submitted with extensions ... 4/15 - Kristin emails our payment vouchers. She then tells me the electronic filing of the extension is failing because of my wife's info. She says she'll try it again and worst case will mail the extension. I have to rush to get the money together and mail a check off to the IRS. Ridiculous. Between 4/15 and 5/28 I called 3 times to figure out if she had completed our return. 3 times! The last time I say we just want our stuff back and I'll file myself. 5/28 - Kristin emails us saying they had problems with their voicemail system. She says she understands our frustration and we're welcome to take our stuff and file through some other means. This whole thing was ridiculous. Why did she take us if she didn't think she could finish. Why did she keep promising it would be done each weekend? Why did they wait until the 15th and make me run around? Why were we the people calling her? Wouldn't she be expected to complete the review in 1.5 months after the filing date? There were no apologies or attempts to rectify the situation. She basically made us spin our wheels for months and didn't provide any service at all. If you can't trust your accountant to be thorough and punctual, how can you trust them to do your taxes? I would never recommend her over TurboTax. Oh and by the way, TurboTax only costs $80.

I am using Kristin's Servies for over 5 years now…read more After a bad experience with my former CPA who's only interest was ripping me off I found Kristin Shaffer and since that I am a loyal client to her. She's a very experienced and professional CPA and with her, all goes smooth. I can only recommend Kristin. For us, she does the bookkeeping, tax roll and of course all the reports and balances. I am very satisfied with her and so will you!

Sure, here's a polished and professional version of your review that maintains your tone and…read moremessage: It's unfortunate that I feel the need to write this review after nearly seven years with this tax provider. Over the past few years, I've increasingly felt that I wasn't receiving the level of attention or valuable insight I needed--especially when it comes to saving money on taxes. I keep my documents very simple and well-organized, so my tax preparation isn't time-consuming. Despite that, I've been charged nearly $400 for a basic return with one W-4 and a few expenses, which feels excessive. When I've asked for guidance on how to better adjust my W-4 or plan ahead to avoid underpayment, the responses have felt vague and non-committal--more of a "try this, try that" approach rather than providing a solid strategy. Over the years, I've referred several people to this provider, even while questioning the high cost myself. I'm confident that even if my tax situation became more complex, I'd still be charged the same flat rate, without any additional support or deeper review of my circumstances. Ultimately, I'm looking for someone who will take the time to evaluate my lifestyle, income, and overall financial situation--someone who can provide proactive guidance in today's ever-changing tax landscape. It's time for a change. After email exchange expressing my situation, I was told I had four days to download all my documents from a portal and it was all very negative and aggressive communication from the owner. After seven years plus working with this provider directly, I was hoping for more of a compassionate response, but that was not found.

Love this family owned Tax Service company! I have been going to Alicia Andrade for several years…read moreand everyone in the office is so nice and welcoming. I know getting your taxes done is not the most exciting but I look forward to going in to my yearly appointment.

Just wanted to give a huge shoutout to Alex at Promex Tax. I honestly hate doing taxes and had no…read moreidea what I was doing, but he made it way easier than I expected. He explained everything in a way that actually made sense and didn't make me feel dumb for asking a bunch of questions lol. The whole thing was super quick and not stressful at all, which is saying a lot. I also ended up getting more back than I thought I would, so that was a big plus!! I really appreciated how patient and real he was about everything, it didn't feel rushed or like he was just trying to get me in and out. That actually matters to me because I've had bad experiences before where people don't really explain anything. Overall just a really good experience and I'd definitely go back again. Thanks Alex!

Tax season is usually one of the most stressful times for me, but Alex made the entire process feel…read moresmooth, clear, and manageable from start to finish. Being local in San Jose made everything feel even more convenient and personal. When I brought in my documents, he took the time to carefully read through everything before we got started, which immediately showed me how thorough he is. We discussed the best way to handle my return and what made the most sense for my possible refund, and he explained everything in a way that was easy to understand. I never felt rushed, overlooked, or confused at any point, and that really stood out to me. I appreciated most was his professionalism, patience, and great customer service throughout the entire experience. If there is one thing I do not play about, it is my money, because I work hard for it, and Alex treated that with the seriousness and respect it deserves. I also liked knowing that if I had any questions later, I could call back and get help. That kind of communication, attention to detail, value, and genuine care is hard to find. I would absolutely recommend Alex at Promex Tax to anyone looking for someone reliable, knowledgeable, trustworthy, and easy to work with. Thank you Promex Tax!!!

I hired Ruth Benjamin's company for trust and financial planning services after being presented…read morewith a strategy that was described as a way to significantly reduce or eliminate capital gains taxes over time. The agreed contract amount was $32,500, but I ultimately paid $32,925. Throughout the engagement, Ruth Benjamin was my primary point of contact and coordinated the involvement of Barry Bruce (TopTaxStrategies, Financial Tax Strategies, and DeferTheGainsTax) and attorney Ryan Woods as part of the overall strategy. I did not independently retain these individuals; they were introduced as part of the services being provided. Unfortunately, my experience did not match the expectations created during the engagement. I became concerned that the services and outcomes did not align with what had been represented, and I also experienced difficulty obtaining clear answers and follow-up regarding my concerns. After repeated attempts to resolve the matter, I was informed that Ruth Benjamin intended to file for bankruptcy and was offered only a partial repayment despite the amount I had paid. Because of my experience, I filed complaints with the appropriate California regulatory agencies so the matter can be reviewed. I encourage anyone considering similar services to carefully review all agreements, verify the qualifications and licensing of everyone involved, and ask detailed questions before proceeding. This review reflects my personal experience.

I can't say enough GOOD things about the work they're doing fixing/improving my (BAD) credit score…read more Financial Education Services is the BEST! Honestly my credit was terrible I thought it impossible to turn it around unless I won the Lottery and I don't play so, that's not going to happen. I thought my situation hopeless, doomed to live with the mistakes I'd made with my credit. My daughter told me about FES, how they helped her get her credit repaired. I made the decision to call them about my credit: so happy I did. I'm very excited about the work FES has done and still doing with my credit, I'm seeing results they're GOOD! FES is the way to go! Many THANKS to Ruth VanDerostein and all at Financial Education Services!